Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,376 | $77,638-90.5% | $156,551-95.3% | $62,881-88.3% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | -63.85% | 50.33%-114.2pp | 32.23%-96.1pp | 20.14%-84.0pp |
| Employer contribution / active EE | $1,280 | $3,444-62.8% | $5,501-76.7% | $2,281-43.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,028-99.6% | $4,296-98.9% |